Wealth Advisor

2 months ago

Birmingham, United States Planning Alternatives Full time

Company Overview: 

Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Wealth Advisor to lead client relationships and contribute to the strategic growth of the firm.


Position Overview: 

The Wealth Advisor will work closely with clients to understand their financial needs and develop customized financial strategies to help them achieve their goals. This role involves advising clients on key areas of financial planning such as investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving. The Wealth Advisor will continuously manage client portfolios, review financial plans, and maintain strong, long-lasting relationships with clients. Most importantly, they will be responsible for driving the growth of assets under management (AUM). 


Key Responsibilities:


Understand Clients’ Financial Needs:

  • Engage with clients to gather and analyze financial data, such as income, expenses, insurance, tax status, and risk tolerance, to develop personalized financial plans.
  • Provide tailored financial advice to help clients meet their financial goals, whether it be retirement planning, investment growth, or estate planning.


Provide Financial Advice & Ongoing Support:

  • Address client questions and concerns about their financial status, offering professional advice to help them improve their financial outcomes.
  • Develop strategies for investment planning, insurance coverage, and cash flow management that align with the clients’ objectives.


Manage & Review Financial Plans:

  • Regularly monitor client accounts and portfolios to ensure alignment with life changes, market conditions, and financial goals.
  • Adjust strategies as needed to respond to changes in the economic environment, client circumstances, or financial performance.


Prepare & Present Financial Documents:

  • Prepare and interpret financial documents, such as income projections, investment performance reports, and summaries, ensuring clients fully understand their financial situation.
  • Conduct periodic reviews with clients to discuss their portfolio performance and make any necessary adjustments to their strategy.


Client Relationship Management:

  • Maintain continuous communication with clients to stay informed about their financial and personal circumstances, providing proactive and responsive advice as needed.
  • Build and manage a strong client base, focusing on long-term relationships and business development through referrals and new clients.


Team Collaboration:

  • Collaborate with fellow Wealth Advisors and Associate Advisors and other team members to provide clients with comprehensive financial planning services.
  • Contribute to the firm’s overall service delivery by offering insights and subject matter expertise.


Stay Informed on Industry Trends:

  • Stay updated on changes in legislation, financial products, and industry trends that may impact client financial planning strategies.
  • Utilize financial planning tools (e.g., eMoney) to support accurate plan development and client presentations.


Qualifications:

  • 3+ years of industry experience as a Financial Advisor.
  • Proven ability to manage assets under management (AUM) of $1+ million per client.
  • CFP designation.
  • Bachelor’s Degree in Business, Finance, or a related field from an accredited college or university.
  • Strong knowledge of investment business and financial planning principles.
  • Experience with financial planning software such as eMoney.
  • Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
  • Excellent time-management, organizational, and communication skills.


Benefits:

  • Competitive salary with performance-based incentives.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and career advancement within a dynamic and growing organization.


Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply.

Application Instructions: 


Application Instructions:

To apply for the Wealth Advisor position, please submit your resume and cover letter detailing your qualifications and relevant experience to linkedin@planningalt.com or on our website planningalt.com. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.


  • Wealth Advisor

    2 months ago

    birmingham, United States Planning Alternatives Full time

    Company Overview: Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Jesse Scroggins Wealth Team | Operations Coordinator

    2 days ago

    birmingham, United States Jesse Scroggins Wealth Team Full time

    The Jesse Scroggins Wealth Team is looking for a dedicated and strategic-minded Operations Coordinator to support their financial advisors in delivering exceptional client service and achieving long-term operational success. This role will focus on integrating strategic insights into financial planning and ensuring that our operations align with their team's...

  • Associate Advisor

    1 month ago

    birmingham, United States Planning Alternatives Full time

    Company Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Associate Advisor

    1 month ago

    birmingham, United States Planning Alternatives Full time

    Company Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Associate Advisor

    4 weeks ago

    Birmingham, United States Planning Alternatives Full time

    Company Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Associate Advisor

    1 month ago

    Birmingham, United States Planning Alternatives Full time

    Company Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Planning Alternatives | Associate Advisor | birmingham, al

    4 weeks ago

    birmingham, United States Planning Alternatives Full time

    Company Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Planning Alternatives | Associate Advisor | birmingham, al

    4 weeks ago

    birmingham, United States Planning Alternatives Full time

    Company Overview:Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience,...

  • Operations Coordinator

    3 days ago

    Birmingham, United States Jesse Scroggins Wealth Team Full time

    The Jesse Scroggins Wealth Team is looking for a dedicated and strategic-minded Operations Coordinator to support their financial advisors in delivering exceptional client service and achieving long-term operational success. This role will focus on integrating strategic insights into financial planning and ensuring that our operations align with their team's...

  • Paraplanner

    2 months ago

    birmingham, United States MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    MavenCross Wealth Advisors® is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is... "To be the obvious choice for guiding clients to joyfully steward their resources."Job Description:The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service...

  • Paraplanner

    3 months ago

    birmingham, United States MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    MavenCross Wealth Advisors® is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is... "To be the obvious choice for guiding clients to joyfully steward their resources."Job Description:The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service...

  • Paraplanner

    3 months ago

    Birmingham, United States MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    MavenCross Wealth Advisors® is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is... "To be the obvious choice for guiding clients to joyfully steward their resources."Job Description:The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service...

  • Unlock Your Potential in Public Accounting

    3 weeks ago

    Birmingham, Alabama, United States BMSS, LLC Full time

    Job DescriptionProgram OverviewWe are seeking detail-oriented students to participate in our half-day program at BMSS Advisors & CPAs. Our Birmingham, AL and Ridgeland, MS offices will host two date options for this informative session.If you're a Freshman or Sophomore considering an accounting major or already declared with questions about the field, this...

  • Operations Data Analyst

    1 week ago

    Birmingham, United States RFG Advisory Full time

    Job Type Full-time Description Are you a detail-oriented problem solver who thrives in dynamic environments? We're seeking a highly skilled professional to collaborate with our Operations Team, ensuring the seamless execution of database maintenance and operational tasks. We are seeking a highly skilled professional with mastery of Microsoft Excel and...

  • Strategic Client Advocate

    2 weeks ago

    Birmingham, Alabama, United States TalentLink Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Professional to join our team at TalentLink Solutions. As a key member of our wealth management team, you will play a vital role in providing exceptional service to our high net worth clients.Key ResponsibilitiesEngage directly with clients to understand their financial...

  • Financial Advisory Services Specialist

    2 weeks ago

    Birmingham, Alabama, United States BMSS, LLC Full time

    OverviewBMSS, LLC is a top 100 advisory and CPA firm in the U.S. with four locations in Alabama and one in Mississippi.About the RoleWe are seeking a client-focused leader to join our financial due diligence and transaction advisory services team as a Financial Advisory Services Specialist.Job DescriptionThis role involves providing transaction advisory...

  • Enterprise Operations Director

    3 weeks ago

    Birmingham, Alabama, United States TalentLink Solutions Full time

    We are TalentLink Solutions, a Registered Investment Advisory Firm based in the US. Our company is built on nearly 50 years of experience and a unique business model that sets us apart from others in the industry. We have evolved from an investment bank focused on municipal bond advisory services to a firm that provides comprehensive wealth management...

  • Desktop Services Associate

    3 weeks ago

    Birmingham, United States Cetera Financial Group Full time

    Job Description We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside...

  • Operations Manager

    3 weeks ago

    Birmingham, United States TalentLink Solutions Full time

    We are a Registered Investment Advisory Firm located in Birmingham, Alabama. We think about wealth management differently, because of our nearly 50-year history and the unique nature of our business model. We evolved from an investment bank primarily focused on municipal bond advisory and underwriting services to one that helps clients address a broad range...

  • Sr. IT Manager Finance and Accounting

    4 weeks ago

    Birmingham, United States Crescent City Recruitment Group Full time

    COMPANY Build you career at the nation's largest producer in their industry. Joining this team means more than just stepping into a dynamic role-it's an opportunity to impact millions of lives across the country every day. This 65+ year-old organization brings in over $7B in annual sales. LEADERSHIP & CULTURE When you join this leader, you join a dynamic...